WisdomTree US SmallCap Earnings Fund
EES
116 hedge funds and large institutions have $361M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
78% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 23
25% more capital invested
Capital invested by funds: $289M → $361M (+$71.8M)
6% more funds holding
Funds holding: 109 → 116 (+7)
2.05% more ownership
Funds ownership: 47.34% → 49.39% (+2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.01M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.2M |
| 4 |
SAM
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
+$3.12M |
| 5 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.73M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$1.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$861K |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$743K |
| 5 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$611K |
EES Hedge Fund Activity: Q1 2019 in Review
116 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2019, worth a combined $361M — up 25% from $289M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EES positions and 8 closed out — a net gain of 9 holders — while 41 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $6.01M. The largest seller was Morgan Stanley, cutting an estimated $1.73M.
- 116 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2019, up from 109 in Q4 2018.
- Funds reported $361M of WisdomTree US SmallCap Earnings Fund stock for Q1 2019, up 25% quarter-over-quarter.
- 17 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2019 and 8 closed out, a net change of +9 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2019 was Bank of America, an estimated $6.01M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2019 was Morgan Stanley, an estimated $1.73M sold.
Based on aggregated 13F filings for Q1 2019.